Kovitz Investment Group Partners
ISRG icon

Kovitz Investment Group Partners’s Intuitive Surgical ISRG Stock Holding History

Kovitz Investment Group Partners’s Portfolio ISRG Stock Details ISRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$752K Sell
1,892
-44
-2% -$19.2K 0.02% 347
2026
Q1 		$893K Sell
1,936
-1
-0.1% -$506 0.02% 337
2025
Q4 		$1.1M Sell
1,937
-14,451
-88% -$7.69M 0.02% 308
2025
Q3 		$7.33M Buy
16,388
+1,661
+11% +$797K 0.03% 389
2025
Q2 		$8M Buy
14,727
+6,880
+88% +$3.6M 0.03% 354
2025
Q1 		$3.89M Sell
7,847
-211
-3% -$117K 0.02% 445
2024
Q4 		$4.21M Buy
8,058
+607
+8% +$316K 0.02% 432
2024
Q3 		$1.19M Buy
7,451
+5,308
+248% +$2.47M 0.01% 590
2024
Q2 		$954K Buy
2,143
+1,378
+180% +$549K 0.01% 547
2024
Q1 		$305K Buy
+765
New +$289K ﹤0.01% 580

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kovitz Investment Group Partners's ISRG Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Intuitive Surgical (ISRG) stake by 2.3% in Q2 2026, selling an estimated $19.2K and leaving 1,892 shares worth $752K. The position accounts for 0.02% of the portfolio, ranked #347.

Kovitz Investment Group Partners first reported a position in ISRG in Q1 2024 and has held it in 10 quarters since. The position peaked at $8M in Q2 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Kovitz Investment Group Partners held 1,892 shares of Intuitive Surgical worth $752K as of Q2 2026.
  • Kovitz Investment Group Partners sold 44 Intuitive Surgical shares in Q2 2026, an estimated $19.2K.
  • Intuitive Surgical made up 0.02% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #347 holding.
  • Kovitz Investment Group Partners first reported a position in Intuitive Surgical in Q1 2024 and has held it in 10 quarters since.
  • Kovitz Investment Group Partners's Intuitive Surgical position peaked at $8M in Q2 2025.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.